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Vise Technologies’s UMB Financial UMBF Stock Holding History

Vise Technologies’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$324K Buy
+2,269
New +$292K ﹤0.01% 1409
2022
Q4 		– Sell
-3,112
Closed -$262K – 340
2022
Q3 		$262K Buy
+3,112
New +$282K 0.1% 235

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vise Technologies's UMBF Position: Q2 2026 in Review

Vise Technologies opened a new position in UMB Financial (UMBF) in Q2 2026: 2,269 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #1409 among its holdings. This is a return to the name: Vise Technologies previously reported a position in UMBF as recently as Q3 2022.

Vise Technologies first reported a position in UMBF in Q3 2022 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Vise Technologies held 2,269 shares of UMB Financial worth $324K as of Q2 2026.
  • UMB Financial was a new Vise Technologies position in Q2 2026.
  • UMB Financial made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1409 holding.
  • Vise Technologies first reported a position in UMB Financial in Q3 2022 and has held it in 2 quarters since.
  • 484 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.